After login, you will be directed to the Home screen of Witly. In general, the Homepage screen and other screens consist of several components, such as menu and tabs. Let’s break each one of these down in order for you to get a better understanding of its components.
App
The App is a group of modules. For example, Sales App consists of Customer and Contact module. You can show the app selector by clicking on icon.
Sidebar
Sidebar is a shortcut for you to create a new record, see recently viewed items, quickly access to your favorite records and views. Click on icon to see the sidebar menu. You can perform the following actions.
- Create: To quickly create a new record.
- Recently Viewed: To see a list of the last 10 items you recently viewed.
- Favorite Records: To see 10 items of your favorite records.
- Favorite Views: To see 10 items of your favorite views
Tab
Tab controls are the interface component for navigating through Witly module. Tab visibility depends on your roles and permissions that are granted by your administrator.
Search
Use Search to find matching resources of any data. The Search box is located at the top right of your screen. Click on icon to show the search options.
Notifications
Any activity taken on Witly will be shown on Notifications. Click on to see your notification messages.
Setting
On the setting screen, you can update/edit your personal profile, information and change your password. In addition, you can customize your Witly application if you have an administrator account. Click on to go to the setting screen.
Profile
Click on to find your profile and Logout button.
Last modified on Apr 11, 2018